We actively invest for the long-term prosperity of our clients and to secure a sustainable future for the planet.
20+ years experience
We have built a powerful responsible investing (RI) capability over more than two decades. Today, dedicated specialists in our investment platforms influence how we invest across all asset classes.
At the heart of the business
Our active ownership specialists lead our stewardship and research functions, while other RI experts work directly with portfolio managers to integrate environmental, social and governance (ESG) factors into strategies.
Responsible investing at a glance1
With the United Nations Principles for Responsible Investment (PRI) programme.
of AUM** classified as Articles 8 & 9 under SFDR2.
Our dedicated Impact range grows every year, delivering verifiable positive effects alongside financial returns.
Putting responsible investing to work in our strategies.
Our first RI mandate was awarded in 1998 and helped to create sustainable jobs.
We have led industry development of this new asset class which seeks to drive change in carbon-intensive businesses.
We exclude assets that fail to meet our baseline criteria for responsible investing.
We use ESG analysis and scoring to shape and enhance our investment processes.
We engage with companies and sovereigns to promote sustainable decision making.
We uncover risks and opportunities linked to ESG factors.
In select strategies, we seek to deliver direct, measurable and positive effects on society and/or the environment.
Our RI Strategies
As part of this we may exclude issuers with the lowest ESG scores as well as those which do not follow what we consider good governance practices. We believe that this level of ESG integration can potentially reduce risk to help us achieve better risk-adjusted returns. We consider strategies classed as ESG Integrated to meet the requirements of Article 8 of the SFDR regulation. Within this group, strategies in the ESG Integrated+ category go a step further by targeting an ESG score higher than that of the benchmark or universe.
As a responsible asset manager, we actively invest for the long term to help our clients prosper and to secure a thriving future for people and the planet.
Our online training resource includes two new modules on responsible investing: An introduction to Responsible Investing Part 1 and An introduction to Responsible Investing Part 2. As well as helping you to explore this critical part of today’s investment landscape, these courses can help you meet your annual Continuing Professional Development (CPD) requirements.
In these courses we look at what responsible investing is, and explain why it is important. In Part 1, discover more about how you can approach responsible investing, and find out about ESG, active stewardship and more. In Part 2, gain a deeper understanding of responsible investing, as well as AXA IM’s key research themes, and find out how we integrate sustainability factors into our investment processes.
No assurance can be given that our strategies will be successful. Investors can lose some or all of their capital invested. Our strategies are subject to risks including, but not limited to: global investments risk, equity risk, credit risk, derivatives risk and leverage, risks linked to investments in emerging markets, counterparty risk and geopolitical risk.